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UCA OUTREACH “FUNDING YOUR 
NEED” 
SEPTEMBER 16, 2014 
JENNIFER DEERING, GRANT WRITER, UCA SPONSORED PROGRAMS
FUNDING YOUR NEED 
We will cover four learning objectives today. 
 Identifying a mission/project 
 Drafting a plan 
 Identifying possible funding sources 
Developing an evaluation framework
OBJECTIVE 1: IDENTIFYING A MISSION / PROJECT 
Missions and projects are… 
 Clear and concise. 
 http://conwayinterfaithclinic.org/about/ 
 Service Driven. 
 http://www.stuttgartpubliclibrary.org/ 
 http://www.capcainc.org/about/
OBJECTIVE 1: IDENTIFYING A MISSION/PROJECT 
What is the project? 
This can only be answered in relation to your mission 
statement. If your organization is designed to serve 
as an animal shelter, you cannot risk “mission drift” 
by adding on enhancing student’s self esteem—not 
even if you know the money to do the project is a 
sure thing.
OBJECTIVE 2: DRAFTING THE PLAN 
Example: City of Hope Outreach 
http://coho58.org/mission-statement
OBJECTIVE 2: DRAFTING THE PLAN 
All plans have these common elements: 
 What is the problem you are addressing? Never begin 
with “If I only had money…”. If I only had money I could 
drive a Mercedes Benz. 
 How is this problem within the purview of your mission? 
 What is the best possible solution for this time and this 
place (and the maximum amount being offered)? 
 What action steps must be taken to carry out the 
solution?
OBJECTIVE 2: DRAFTING THE PLAN 
Activity 
Some of you came in with a project. Some of you just 
an idea. Take 10 minutes to define your problem, 
describe a solution, and outline action steps to 
undertake the solution.
OBJECTIVE 2: DRAFTING THE PLAN 
Do your homework. 
 Who else in the area is working on that problem? 
 Is there an opportunity to partner? 
Arkansas Nonprofit Alliance
OBJECTIVE 2: DRAFTING A PLAN 
Best Practices 
Follow the guidelines. 
 Address the agency’s questions/prompts. 
Stay within their word/page limits. 
Find a fresh pair of eyes.
OBJECTIVE 2: DRAFTING A PLAN 
 Consider every part of the application persuasive. 
 Each time you draft a needs statement, ask why the 
need is significant. Don’t be satisfied until you’ve 
answered all the “why’s.” 
Avoid filler. 
 Proofread.
OBJECTIVE 3: IDENTIFY FUNDING SOURCES
OBJECTIVE 3: IDENTIFY FUNDING SOURCES 
Where can I find an organization’s Form 990 or 990-PF? 
A: According to IRS disclosure regulations, exempt organizations must 
make its three most recently filed annual 990 or 990-PF returns and all 
related supporting documents available for public inspection. This 
public disclosure rule also applies to Form 1023, which is filed to obtain 
exempt status. 
http://projects.propublica.org/nonprofits 
http://grantspace.org/tools/Knowledge-Base/Funding-Research/Forms-990-and- 
990-PF/finding-990-990-pfs
OBJECTIVE 3: IDENTIFY FUNDING SOURCES 
NONPROFIT EXPLORER 
Search IRS Form 990 Filings at http://projects.propublica.org/nonprofits/ `
OBJECTIVE 3: IDENTIFY FUNDING SOURCES 
 Private funders and foundations are interested in 
what your board of trustees has done. 
 Talk with them about their mission and what they 
want to fund. 
 Has everyone on your board made a contribution? 
 If you are a membership based group, have your 
members contributed? 
 Look for cooperative elements.
OBJECTIVE 4: DEVELOP AN EVALUATION PLAN
OBJECTIVE 4: DEVELOP AN EVALUATION PLAN S.M.A.R.T. 
GOALS 
Specific 
Goal objectives should address the five Ws…who, 
what, when, where, and why. Use action verbs such 
as “create,” “design,” “develop,” “implement,” 
“produce,” and the like. These goals must also 
reflect the plan and may require revision to the 
project plan.
OBJECTIVE 4: DEVELOP AN EVALUATION PLAN S.M.A.R.T. 
GOALS 
Measureable 
Goal objectives should include numeric or 
descriptive measures that define quantity, 
quality, cost, and the like. Focus on 
elements such as observable actions, 
cycle time, efficiency or flexibility to 
measure outcomes, not activities. 
Example: secure pledges from ten new 
donors by the end of each week.
OBJECTIVE 4: DEVELOP AN EVALUATION PLAN S.M.A.R.T. 
GOALS 
Achievable 
Goal objectives should be within your organization’s control 
and influence; a goal may be a “stretch” but still feasible. 
Consider authority or control, influence, resources, and work 
environment to meet the goal. Example: have ?% of staff 
pass certifying courses for emergency response team.
OBJECTIVE 4: DEVELOP AN EVALUATION PLAN S.M.A.R.T. 
GOALS 
Relevant 
Goals should be instrumental to the mission of the 
organization—no mission drift. Why is the goal 
important? How will this goal/project help the agency 
achieve its objectives?
OBJECTIVE 4: DEVELOP AN EVALUATION PLAN S.M.A.R. T. 
GOALS 
Time Bound 
Goal objectives and projects should identify a definite target date for completion 
and/or frequencies for specific action steps that are important for achieving the 
goal. How often should people report in, how often should reports be 
submitted, when is the final report to be delivered? Include specific dates, 
milestone charts or timeframes that are relative to the achievement of another 
project, e.g. dependencies and linkages that have to be incorporated into this 
project. 
Gantt charts give an easy-to-understand visual of project milestones.
OBJECTIVE 4: DEVELOP AN EVALUATION 
S.M.A.R.T. GOALS EXAMPLES
OBJECTIVE 4: DEVELOP AN EVALUATION PLAN 
Many funders will require you have an 
independent evaluator. UCA, Hendrix, UALR, 
and others have faculty who are experts at 
doing this work. Expect to pay them; funding 
agents know that is a cost of the project.
RESOURCES 
 http://www.nolo.com/legal-encyclopedia/forming-nonprofit-corporation-arkansas-36052.html 
 http://www.sagepub.com/home.nav 
 http://grantspace.org/tools/Knowledge-Base/Funding-Research/Forms-990-and-990-PF/finding-990-990-pfs 
 http://projects.propublica.org/nonprofits 
 https://www.lehigh.edu/~inhro/documents/SMART_GoalsHandout.pdf

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Funding Your Need

  • 1. UCA OUTREACH “FUNDING YOUR NEED” SEPTEMBER 16, 2014 JENNIFER DEERING, GRANT WRITER, UCA SPONSORED PROGRAMS
  • 2. FUNDING YOUR NEED We will cover four learning objectives today.  Identifying a mission/project  Drafting a plan  Identifying possible funding sources Developing an evaluation framework
  • 3. OBJECTIVE 1: IDENTIFYING A MISSION / PROJECT Missions and projects are…  Clear and concise.  http://conwayinterfaithclinic.org/about/  Service Driven.  http://www.stuttgartpubliclibrary.org/  http://www.capcainc.org/about/
  • 4. OBJECTIVE 1: IDENTIFYING A MISSION/PROJECT What is the project? This can only be answered in relation to your mission statement. If your organization is designed to serve as an animal shelter, you cannot risk “mission drift” by adding on enhancing student’s self esteem—not even if you know the money to do the project is a sure thing.
  • 5. OBJECTIVE 2: DRAFTING THE PLAN Example: City of Hope Outreach http://coho58.org/mission-statement
  • 6. OBJECTIVE 2: DRAFTING THE PLAN All plans have these common elements:  What is the problem you are addressing? Never begin with “If I only had money…”. If I only had money I could drive a Mercedes Benz.  How is this problem within the purview of your mission?  What is the best possible solution for this time and this place (and the maximum amount being offered)?  What action steps must be taken to carry out the solution?
  • 7. OBJECTIVE 2: DRAFTING THE PLAN Activity Some of you came in with a project. Some of you just an idea. Take 10 minutes to define your problem, describe a solution, and outline action steps to undertake the solution.
  • 8. OBJECTIVE 2: DRAFTING THE PLAN Do your homework.  Who else in the area is working on that problem?  Is there an opportunity to partner? Arkansas Nonprofit Alliance
  • 9. OBJECTIVE 2: DRAFTING A PLAN Best Practices Follow the guidelines.  Address the agency’s questions/prompts. Stay within their word/page limits. Find a fresh pair of eyes.
  • 10. OBJECTIVE 2: DRAFTING A PLAN  Consider every part of the application persuasive.  Each time you draft a needs statement, ask why the need is significant. Don’t be satisfied until you’ve answered all the “why’s.” Avoid filler.  Proofread.
  • 11. OBJECTIVE 3: IDENTIFY FUNDING SOURCES
  • 12. OBJECTIVE 3: IDENTIFY FUNDING SOURCES Where can I find an organization’s Form 990 or 990-PF? A: According to IRS disclosure regulations, exempt organizations must make its three most recently filed annual 990 or 990-PF returns and all related supporting documents available for public inspection. This public disclosure rule also applies to Form 1023, which is filed to obtain exempt status. http://projects.propublica.org/nonprofits http://grantspace.org/tools/Knowledge-Base/Funding-Research/Forms-990-and- 990-PF/finding-990-990-pfs
  • 13. OBJECTIVE 3: IDENTIFY FUNDING SOURCES NONPROFIT EXPLORER Search IRS Form 990 Filings at http://projects.propublica.org/nonprofits/ `
  • 14. OBJECTIVE 3: IDENTIFY FUNDING SOURCES  Private funders and foundations are interested in what your board of trustees has done.  Talk with them about their mission and what they want to fund.  Has everyone on your board made a contribution?  If you are a membership based group, have your members contributed?  Look for cooperative elements.
  • 15. OBJECTIVE 4: DEVELOP AN EVALUATION PLAN
  • 16. OBJECTIVE 4: DEVELOP AN EVALUATION PLAN S.M.A.R.T. GOALS Specific Goal objectives should address the five Ws…who, what, when, where, and why. Use action verbs such as “create,” “design,” “develop,” “implement,” “produce,” and the like. These goals must also reflect the plan and may require revision to the project plan.
  • 17. OBJECTIVE 4: DEVELOP AN EVALUATION PLAN S.M.A.R.T. GOALS Measureable Goal objectives should include numeric or descriptive measures that define quantity, quality, cost, and the like. Focus on elements such as observable actions, cycle time, efficiency or flexibility to measure outcomes, not activities. Example: secure pledges from ten new donors by the end of each week.
  • 18. OBJECTIVE 4: DEVELOP AN EVALUATION PLAN S.M.A.R.T. GOALS Achievable Goal objectives should be within your organization’s control and influence; a goal may be a “stretch” but still feasible. Consider authority or control, influence, resources, and work environment to meet the goal. Example: have ?% of staff pass certifying courses for emergency response team.
  • 19. OBJECTIVE 4: DEVELOP AN EVALUATION PLAN S.M.A.R.T. GOALS Relevant Goals should be instrumental to the mission of the organization—no mission drift. Why is the goal important? How will this goal/project help the agency achieve its objectives?
  • 20. OBJECTIVE 4: DEVELOP AN EVALUATION PLAN S.M.A.R. T. GOALS Time Bound Goal objectives and projects should identify a definite target date for completion and/or frequencies for specific action steps that are important for achieving the goal. How often should people report in, how often should reports be submitted, when is the final report to be delivered? Include specific dates, milestone charts or timeframes that are relative to the achievement of another project, e.g. dependencies and linkages that have to be incorporated into this project. Gantt charts give an easy-to-understand visual of project milestones.
  • 21. OBJECTIVE 4: DEVELOP AN EVALUATION S.M.A.R.T. GOALS EXAMPLES
  • 22. OBJECTIVE 4: DEVELOP AN EVALUATION PLAN Many funders will require you have an independent evaluator. UCA, Hendrix, UALR, and others have faculty who are experts at doing this work. Expect to pay them; funding agents know that is a cost of the project.
  • 23. RESOURCES  http://www.nolo.com/legal-encyclopedia/forming-nonprofit-corporation-arkansas-36052.html  http://www.sagepub.com/home.nav  http://grantspace.org/tools/Knowledge-Base/Funding-Research/Forms-990-and-990-PF/finding-990-990-pfs  http://projects.propublica.org/nonprofits  https://www.lehigh.edu/~inhro/documents/SMART_GoalsHandout.pdf